Set and adjust roles

Rillsoft Project allows you to define roles in a flexible way, because you can set different quality ranks with graded cost rates for roles. We recommend you defining roles in a way that allows for being administered in groups. You may want to define a group for each of the roles individually (example: floor tiler, carpenter, ...)

You enter the qualification and corresponding cost rate directly into the group (example: carpenter - foreman, master, craftsman, apprentice, etc.).

In order to set and adjust roles, you do as follows:

1. Select the menu item Tools / Resource pool.
   The dialogue box Resource pool opens.
2. Select the tab Roles.

   

3. Create a new group by clicking on the button New group or, in the row that is marked with an asterisk (*), enter a new group name in the column Role.
4. Now, enter a specific role in this group into the row (column Qualification).
5. You can enter more qualification ranks in the empty row below in the column Qualification, which copies the group name automatically.

   Note: To change the name of the role, you need to do this in the first group row first, which automatically transfers the group name to all the other stored qualification ranks.

6. Enter a specific value into the column Code to exchange data with other applications.
7. Enter the costs per hour into the field Costs.
8. After a particular date, you can enter either a coefficient for an existing unit price or a new unit price per hour and role into the field Cost adjustment.
9. If you like, enter a note into the field Notes.
10. Click on the button OK.

Import / export of roles

Click on the button Export to export a resource to a TXT file or on the button Import to import resources.

Import / export fields:

• [ID]
• [Role](required field)
• [Code]
• [Qualification](required field)
• [Costs]
• [Cost adjustment]
• [Notes]

The individual fields are separated by a hash key "#".

Sample of an import file:
  #Stucco plasterer, plasterer##Foreman - construction#23.00##
  #Stucco plasterer, plasterer##Stucco plasterer#22.00##
  #Stucco plasterer, plasterer##Stucco plasterer hand#12.00##
  #Stucco plasterer, plasterer##Plasterer hand#12.00##

Note:

• You can search for roles in the field Filter. Enter the search phrase (or a part of it) into the field.

See also: